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WaFd
WAFD

Overview Fund Activity

226 hedge funds and large institutions have $2.5B invested in WaFd in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 88 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
5.64%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
88
Reduced
80
Closed
19
Calls
$445K
Puts
–
Net Calls
+$445K
Net Calls Change
-$187K

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$23M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$266M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$31.3M
4
Northern Trust
4
Northern Trust
Illinois
$101M
5
Goldman Sachs
5
Goldman Sachs
New York
$65.4M

Top Sellers

1
Ninety One (UK)
1
Ninety One (UK)
United Kingdom
$44.7M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$35.5M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$305M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$18.1M
5
Chevy Chase Trust
5
Chevy Chase Trust
Maryland
$33.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
201
Highlander Capital Management
New Jersey
$48K – – –
PFBT
202
Parkside Financial Bank & Trust
Missouri
$38K – – –
WAM
203
Watermark Asset Management
California
$37K – – –
IA
204
IFP Advisors
Florida
$30K -$71.7K -2,128 -70%
CTC
205
Central Trust Company
Missouri
$18K +$18K +529 New
WAM
206
Wealthspire Advisors (Maryland)
Maryland
$17K +$17K +509 New
Envestnet Asset Management
207
Envestnet Asset Management
Illinois
$15K -$189K -6,737 -93%
AIM
208
Acrospire Investment Management
Illinois
$15K -$16.7K -500 -53%
LWCFA
209
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K – – –
AIL
210
AGF Investments LLC
Ontario, Canada
$10K – – –
CAW
211
Cornerstone Advisors (Washington)
Washington
$8K – – –
TWA
212
TCI Wealth Advisors
Arizona
$7K – – –
VCM
213
Versant Capital Management
Arizona
$6K – – –
FMP
214
Financial Management Professionals
Texas
$6K – – –
GAM
215
Gemmer Asset Management
California
$5K +$1.04K +32 +26%
QI
216
QS Investors
New York
$4K +$1.69K +46 +73%
WA
217
Winfield Associates
Ohio
$4K +$4K +133 New
WCBA
218
Weaver C. Barksdale & Associates
Tennessee
$3K -$198 -6 -6%
GWM
219
Geneos Wealth Management
Colorado
$3K – – –
WEC
220
Winslow Evans & Crocker
Massachusetts
$2.79K – – –
EFSCE
221
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
GBT
222
Grove Bank & Trust
Florida
$2K +$2K +70 New
PA
223
Parallel Advisors
California
$2K +$2K +71 New
QCG
224
Quadrant Capital Group
Ohio
$1K -$904 -47 -47%
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
6 7 8
9
10